See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,895 | $102,604+97.7% | $86,188+135.4% | $139,434+45.5% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 12.30% | 1922.51%-1910.2pp | 1168.45%-1156.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $811 | $3,032-73.2% | $2,380-65.9% | $4,751-82.9% |
| Participant deferral / active EE | $3,894 | $4,676-16.7% | $3,985-2.3% | $6,710-42.0% |
| Admin fee / account holder | $1,959 | $8,657-77.4% | $6,852-71.4% | $11,403-82.8% |